Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47366.59 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45968.6 Kr¶
PnL: ---------------------------------------> -919.97 Kr¶
DD now: ---------------------------------> -2.598 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:03:20.455043'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -4.000000 | 759.200000 | 86.200000 | 12.810000 | 673.000000 |
| SAAB B | 8 | 0.050000 | 3444.800000 | 67.800000 | 2.010000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.780000 | 3510.740000 | 56.740000 | 1.640000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.310000 | 391.000000 | 36.000000 | 10.140000 | 355.000000 |
| Corem Property Group B | 59 | 0.990000 | 604.750000 | 27.750000 | 4.810000 | 576.999999 |
| AcadeMedia | 12 | 0.000000 | 578.640000 | 21.640000 | 3.890000 | 557.000004 |
| Resurs Holding | 22 | 0.300000 | 595.540000 | 21.540000 | 3.750000 | 573.999998 |
| Eastnine | 4 | 1.430000 | 511.200000 | 20.200000 | 4.110000 | 491.000000 |
| Norva24 Group | 16 | 1.270000 | 560.960000 | 17.960000 | 3.310000 | 543.000000 |
| Swedbank A | 3 | 0.650000 | 579.600000 | 15.600000 | 2.770000 | 564.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Intrum | 4 | -1.280000 | 537.800000 | 10.800000 | 2.050000 | 527.000000 |
| Securitas B | 6 | 0.420000 | 578.520000 | 8.520000 | 1.490000 | 570.000000 |
| Creaspac SPAC | 6 | 0.210000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.000000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.780000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Handelsbanken A | 5 | 0.650000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Boozt | 12 | -1.720000 | 1642.800000 | -11.200000 | -0.680000 | 1653.999996 |
| CTEK | 13 | -1.980000 | 520.130000 | -13.870000 | -2.600000 | 533.999999 |
| Midsona B | 63 | 0.110000 | 568.890000 | -14.110000 | -2.420000 | 582.999984 |
| Essity B | 2 | 1.060000 | 555.000000 | -19.000000 | -3.310000 | 574.000000 |
| International Petroleum Corp. | 5 | 1.900000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| Essity A | 4 | 0.910000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| Beijer Electronics Group | 26 | 0.740000 | 2823.600000 | -147.400000 | -4.960000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.190000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | 0.510000 | 1425.600000 | -238.400000 | -14.330000 | 1663.999992 |
| Axfood | 13 | 0.070000 | 3471.000000 | -285.000000 | -7.590000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45968.600000 | -919.970000 | -2.59779% | 46888.564618 |
Updated:¶
'2023-01-27 09:03:33.378390'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
